Territory2

Represents a sales territory. Available if Sales Territories has been enabled.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), query(), retrieve(), update(), upsert()

Special Access Rules

Standard and partner users can access this object. If a territory model is in Active state, any standard or partner user can view that model, including its territories and assignment rules. For territories in an active model, any standard or partner user can view assigned records and assigned users subject to your Salesforce sharing settings. Users cannot view territory models in other states (such as Planning or Archived).

Fields

Field Name Details
AccountAccessLevel
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Represents the default account record access levels for users that are assigned to the territory. Values are:
  • Read Only
  • Read/Write
  • Owner
CaseAccessLevel
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Represents the default case record access levels for users that are assigned to the territory. Values are:
  • Private
  • Read Only
  • Read/Write
ContactAccessLevel
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
Represents the default contact record access levels for users that are assigned to the territory. Values are:
  • Private
  • Read Only
  • Read/Write
Description
Type
string
Properties
Create, Filter, Nillable, Sort, Update
Description
The description of the territory. The field label in the user interface is Territory Description.
DeveloperName
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Required. The unique name of the object in the API. This name can contain only underscores and alphanumeric characters and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. The field label in the user interface is Territory Name.

When creating large sets of data, always specify a unique DeveloperName for each record. If no DeveloperName is specified, performance slows down while Salesforce generates one for each record.

Note

ForecastUserId
Type
reference
Properties
Filter, Group, Nillable, Sort, Update
Description
Unique identifier of a territory’s forecast manager. To select a ForecastUserId, select someone in the list of users assigned to the territory.
Name
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
The name of the territory. The field label in the user interface is Territory Label.
OpportunityAccessLevel
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Represents the default opportunity record access levels for users that are assigned to the territory. Values are:
  • Private
  • Read Only
  • Read/Write
ParentTerritory2Id
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the territory’s parent territory (if any). If the territory has no parent territory, this value is null.
Territory2ModelId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of the territory model that the territory belongs to.
Territory2TypeId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The ID of the territory type that the territory belongs to.